We climb up the mountain to reach the retirement summit.
The road to retirement is a long trek that can be difficult and unpredictable. The key to achieving that goal is planning and preparation. As your financial partner, we share strategies, tools and insights to guide you during the accumulation stage.
Life rarely goes exactly as planned. Our team collaborates with you to map out an intentional route that is flexible and adjusts to the unique landscape and challenges of your life.
Reaching the top is joyful and gratifying but the journey is not over! We appreciate our accomplishments and begin a new path.
Often, we are so focused on the climb that we don't have a plan to get back down the mountain.
As we begin this second half of our journey, we need to ensure that our money lasts and carries out our legacy. We are faced with market fluctuations, inflation, taxes, longevity, health expenses, and converting our assets to cash to name a few. Just like climbing a mountain, those who plan to address the risks will be more likely to safely and successfully complete the journey.
Bridger Financial Group is your trusted partner for all of life's important decisions ...and everything in between.
Under the leadership of Owner and President Melanie Colusci, CFP®, AEP® and Partner Damon Colusci, Bridger Financial Group offers full-service, holistic financial planning advice to individuals, families and businesses.
We are focused on you rather than your money; your goals versus a one-size-fits-all product. With Bridger as your partner, you'll learn how to get all aspects of your life working together and have the confidence that comes with knowing you have a solid plan.
We look forward to welcoming you to the Bridger family!
